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Sponsor portfolio

TRADERS GENERAL AGENCY INC

EIN 26-3538168-investment management-Latest filing 2025
Plans
3
Retirement
1
$6.0M assets
Welfare
2
$1.8M premiums
Participants
629
PO BOX 24568 - KANSAS CITY, MO 641314568816-895-4150LinkedIn51-200 employeesinvestment management
Plans on this EIN
3 filings
#001401k-$6.0M - 174 part#503Fully Insured-$1.6M - 205 lives#501Fully Insured-$233K - 250 lives

Benefits portfolio analytics

2 plans / $1.8M premiums / 455 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$233K
  • Vision$233K
  • Life$233K
  • Short-term disability$233K
  • Long-term disability$233K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • PRINCIPAL LIFE INSURANCE COMPANY13%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • ENROLLEASE66%
  • WATKO BENEFIT GROUP17%
  • DIGITAL INSURANCE LLC14%
  • CENTRO BENEFITS RESEARCH LLC3%
Total $104K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRADERS GENERAL AGENCY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$6.0M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

TRADERS GENERAL AGENCY INC

Fully Insured - BLUE CROSS BLUE SHIELD OF KANSAS CITY

Premiums$1.6M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

TRADERS GENERAL AGENCY INC

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$233K
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRADERS GENERAL AGENCY, INC. 401(K) PROFIT SHARING PLAN401k$6.0M1742024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503TRADERS GENERAL AGENCY INCFully InsuredBLUE CROSS BLUE SHIELD OF KANSAS CITY$1.6M2052025
501TRADERS GENERAL AGENCY INCFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$233K2502025
Retirement plans
Welfare plans
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